COBRA – Managing participants

You can view participant status, update participant information, and process rehires.

Updated over a week ago

Managing Participants Instructional Video:

How do I find active and pending participants? 

  • From the client website, click on the Participants tab.

  • Click on the View tab.

  • The page will list those who are active and pending participants.

  • You have two options: 

    • Electing COBRA: a pending participant.

    • Continuing COBRA: an account holder who has elected and made payment and is currently active on COBRA. 

How can I view the status of participants? 

  • From the client website, click on the Participants tab.

  • Click on the View tab.

    • This will show the status of the participants as either pending or active. 

  • You can search for a specific participant record by entering their Social Security number, name, account number or other information. 

    • Note: Social Security numbers can be entered with or without hyphens. Also, when searching by name, users do not need to enter the whole name. 

How do I update participant information? 

  • From the client website, click on the Participants tab.

  • Click on the Search tab.

    • There are several criteria you can use to search a person:

      • Social Security number

      • Name

      • Account number

  • Once you have located the participant, there is an Update button on the right side of the screen.

  • Click Update to make any changes for that participant. 

How do I add participant information? 

To add a new participant: 

  • In the client website, select Participants from the top menu option. 

  • A new set of gray sub-menu options will appear. Select the Add option. 

  • Enter the new employee’s Social Security Number and the system will search for an existing Social Security number.  

  • Complete all fields and click Next. 

  • You can review the information on the Data Verification page.

  • Select Finish to save the new employee’s data. A confirmation page will appear showing that the employee and associated dependent(s) were processed in the system. 

When an employee returns, how do I process a rehire? 

In the client website, click on the Participant tab. At this level you have the option to search for a specific participant record by entering in their social security number, name, account number or other information.

Note: social security numbers can be entered with or without hyphens. Also, when searching by name, users do not need to enter the whole name.  

  • Once you locate the employee you want to rehire, click the Rehire button on the right side.

  • Complete all the required information for that individual.  

  • Enter in the date of their rehire to complete the process.

  • Scroll down to the bottom of the screen and click Next.

  • Then click Finish to save the changes.  

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